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Building 2LAYLINE ADVISORS

Map pinROCHESTER, NY
Phone(585)210-8222
NotebookSEC #801-114790
Total AUM
$131.3M
Employees
4
Clients
121

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
19 PRINCE ST.
3RD FLOOR
ROCHESTER
NY 14607
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
(585)210-8222

ReceiptFinancials

Total AUM
$131.3M
Accounts
418
Discretionary
$112.2M
Accounts
403
Non-Discretionary
$19.1M
Accounts
15

ContactClients

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Individual Clients
66
AUM
$21.7M
HNW Individual Clients
48
AUM
$96.2M
Pension/Profit Sharing Plan Clients
6
AUM
$13.4M
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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